Ikhontrakthi engundoqo yelithiumIkamva le-carbonate, elaziwa ngokuba yi "petroleum emhlophe," yehle ngaphantsi kwe-100,000 ye-yuan ngetoni nganye, ibetha ezantsi esitsha ukusukela kuluhlu lwayo.Ngomhla we-4 kuDisemba, zonke iikontraka zexesha elizayo ze-lithium carbonate zibethe umda wazo phantsi, kunye nekhontrakthi ephambili ye-LC2401 iphosa i-6.95% ukuvala kwi-96,350 ye-yuan ngetoni nganye, iqhubeka nokuseka i-lows entsha ukususela kuluhlu lwayo.
I-Lithium carbonate, njengenye yeetyuwa eziphambili ze-lithium, isebenza njengento ebalulekileyo ekrwada kwiibhetri ze-lithium, ezisetyenziswa ikakhulu kwiibhetri zamandla, ukugcinwa kwamandla, kunye necandelo le-3C, ngoko ke i-moniker yayo "ipetroleum emhlophe."
Imarike yexesha elizayo yabona ukunyuka okumangalisayo ngoNovemba ophelileyo xa ibhetri-grade lithium carbonate yanda malunga ne-600,000 yuan ngetoni.Kwisithuba esingangonyaka, iye yehla yaya kutsho kwi-120,000 yeyuan ngetoni yangoku, nto leyo ephawula ukuhla okumangalisayo kwama-80%.Ukususela nge-4 kaDisemba, ikhontrakthi ephambili ye-LC2401 ye-lithium carbonate futures iyancipha ukuya ngaphantsi kwe-100,000 ye-yuan ngetoni nganye, ifikelele kwi-lows entsha ukususela ekuqaleni kwayo.
Ngaba i-lithium carbonate ibethe ilitye phantsi ngokwamaxabiso?
Amanye amaziko acebisa ukuba unikezelo lwehlabathi jikelele kunyaka ozayo kunye nemfuno ye-lithium carbonate inokudlula malunga neetoni ezingama-200,000, okunokubangela ukuba ikamva le-lithium carbonate lehle ngaphantsi kwe-100,000 ye-yuan mark, mhlawumbi ide ifikelele kwi-80,000 ye-yuan ngetoni nganye ngaphambi kokubonisa iimpawu zokuchacha.
Ngokohlalutyo oluvela kwi-Zhengxin Futures, kulo nyaka uzayo kulindeleke ukuba kubonelwe utyando olukhulu kwimigodi ye-lithium kunye nemveliso yechibi letyuwa, kunye neeprojekthi ezininzi ze-lithium, kubandakanya nezo zaseArgentina naseZimbabwe, ezinegalelo elikhulu kwintengiso.Ingeniso eyomeleleyo evela kwimigodi kunye namachibi etyuwa, ngakumbi lawo aneendleko eziphantsi, anika umdla omkhulu wokwandiswa.Ukunyuka okukhawulezayo kobonelelo lwe-lithium kunokubangela ukugqithiswa kwe-lithium carbonate kwiminyaka elandelayo, kubeka uxinzelelo olude kumaxabiso ayo.
Ngaxeshanye, imfuno yexesha elifutshane ibonakala imfiliba.Inqanaba eliphakathiimveliso yebhetri ye-lithiumingena kwixesha elicothayo, ngeabavelisi bebhetriukubamba uluhlu lwempahla oluphezulu.NgoNovemba noDisemba bangqina imveliso phakathi kweebhetri ezinkulu kunye nabavelisi be-cathode.Ukugcinwa kwamandla, kwakhona, ijongene nexesha lokungabikho, libona ukhuphiswano olunzima lwexabiso phakathi kwabavelisi beebhetri ezisezantsi.Ukujonga kwixesha eliphakathi ukuya kwixesha elide, kunye nezinga lokungena kwishishini lezithuthi zamandla amatsha lidlula i-30%, ukutsalwa okunyukayo kwimfuno ye-lithium carbonate kubonakala kuyancipha.Ngexabiso eliphezulu lentengiso yezithuthi zamandla amatsha kulo nyaka, ukugcina izinga lokukhula elifanayo kunyaka ozayo kuzisa imingeni enzima.
Phakathi kokuhla okuphawulekayo kwamaxabiso e-lithium carbonate, iindleko zeebhetri zamandla zikulungele ukuncipha ngokubonakalayo, ukudala indawo enkulu yokunciphisa amaxabiso kwizithuthi zamandla amatsha.
Uninzi lwabavelisi beebhetri ngokuthe ngcembe luguqukela kuphando kunye nokuphuhlisa iimveliso zebhetri ezisebenzayo ngelixa bephucula umgangatho wemveliso.Uninzi lwabavelisi beebhetri ezinkulu ezifana ne-BYD, EVE, SUMWODA, phakathi kwabanye, basebenzisa i-Styler's Battery Pack Welding Equipment.Zive ukhululekile ukutyelela iwebhusayithi yethu esemthethweni ukufunda ngakumbi malunga nolwazi lwe-welding yebhetri.
Ixesha lokuposa: Dec-08-2023
